Back In The Mix: A Forgotten CaaS Business

Overlooked, but not for long: management signals 2025 growth

This week’s new investment idea is an infrastructure stock benefitting from several tailwinds, including government infrastructure spend, increased focus on higher margin business, and AI data centers. It doesn’t look to be on many investors’ radars currently. And hidden away in the last 10K filing are some striking statements about (unreported as yet) growth in the first quarter of 2025, and the expected growth for the remainder of the year. This is one of those set-ups where the management is quietly telling investors about what has already happened…